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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
976
SpiderRock Advisors
Delaware
$924K +$889K +2,354 New
FCP
977
Fidelis Capital Partners
Florida
$924K +$186K +491 +27%
MCM
978
Manchester Capital Management
Vermont
$923K +$94.8K +251 +12%
MPPLM
979
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$921K +$66.1K +175 +8%
EFG
980
Everhart Financial Group
Ohio
$920K +$134K +355 +18%
LA
981
LBP AM
France
$914K -$4.03M -10,654 -82%
GVAG
982
Great Valley Advisor Group
Delaware
$913K +$136K +359 +19%
BWG
983
Boomfish Wealth Group
Georgia
$912K -$2.27K -6 -0.3%
LGA
984
Lebenthal Global Advisors
New York
$906K +$73.7K +195 +9%
AWM
985
Avior Wealth Management
Nebraska
$906K +$208K +551 +32%
SBIA
986
Sheaff Brock Investment Advisors
Indiana
$904K +$14.7K +39 +2%
CWM
987
Chesapeake Wealth Management
Virginia
$899K +$4.91K +13 +0.6%
CWMGP
988
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$898K +$851K +2,251 New
SCI
989
S&CO Inc
Massachusetts
$895K +$848K +2,245 New
UFF
990
USA Financial Formulas
Michigan
$894K +$831K +2,198 +5,233%
EB
991
Eastern Bank
Massachusetts
$894K – – –
BCM
992
BTC Capital Management
Iowa
$892K +$844K +2,234 New
WPW
993
Waldron Private Wealth
Pennsylvania
$884K +$41.2K +109 +5%
IAIM
994
International Assets Investment Management
Florida
$882K +$74.8K +198 +10%
LWMM
995
Legacy Wealth Management (Mississippi)
Mississippi
$882K – – –
RIL
996
Rothschild Investment LLC
Illinois
$881K -$24.9K -66 -3%
LG
997
LaFleur & Godfrey
Michigan
$880K -$64.2K -170 -7%
EAM
998
Empirical Asset Management
Massachusetts
$880K +$833K +2,205 New
B
999
Bellecapital
Switzerland
$878K -$16.2K -43 -2%
ECM
1000
EagleClaw Capital Management
Massachusetts
$878K -$18.9K -50 -2%
38 39
40
41 42